Workspaces and roles
A workspace groups the documents, source files, companies and deal activity your team works on. Always check the workspace name before creating, importing or sharing information.
Switch or create a workspace
Use the workspace selector at the top of the app to switch among workspaces you can access. Workspace → All workspaces opens workspace management. Eligible accounts can use Create workspace to create a team workspace. A personal workspace is separate from a team workspace.
If a workspace is missing, verify your signed-in email address and ask its administrator to check membership or a pending invitation. Switching workspace does not copy content from another workspace.
Manage members
Administrators can open Workspace → Members, invitations & settings. Select the workspace and use its Members controls to invite someone, change a role or remove access. Review pending invitations as well as active members.
Admin
Manage workspace membership and settings, with access to the workspace's working tools.
Member
Work on the workspace's content and enabled features.
Viewer
Read documents according to their configured folder access and the pipeline boards granted to them; editing and Analyst tools are restricted.
When inviting a viewer, choose the intended document access: No documents or Every document in the workspace. Use Folder Access to grant selected folders when that is the intended scope. Review existing viewers too: a viewer can have all-document access, so the role alone does not mean selected folders only. Grant pipeline boards separately. Folder Access for Deliverables and Board Access for pipelines serve different purposes; neither should be assumed to grant access to all Source Files.
An invitation may be delivered by email or created as a link where offered. A link created for an email address must be accepted while signed in with that address. Check its expiry and do not post invitation links publicly.
Administrators also have a separate Downloads on/off control for viewers. Turning downloads off restricts attachment and export actions, but someone allowed to read a document can still take screenshots or retype it.
Configure the workspace
Workspace management includes the name, description, logo and default landing page. Choose a landing page the intended members can use; restricted viewers may be directed to their allowed content instead.
The Workspace settings page also links to:
Analyst channels for enabled messaging channels.
Sent messages for delivery records.
Document queue for generated-document jobs.
API & MCP access, when enabled and visible to your role.
Separate personal connections from shared content
Google, Microsoft and other connections under Integrations belong to the signed-in account. Information copied from them into a workspace document or activity entry becomes workspace content. Review the destination before capturing communications. See Integrations and Sharing.
Removing a member or revoking a link does not retrieve files they already downloaded or information already sent by email. Consider those copies when planning access changes.